Laurel Wealth Planning LLC FNDE Holdings History
Laurel Wealth Planning LLC's Schwab Fundamental Emerging Markets Equity ETF Holding Summary
As of 2025-03-31, Laurel Wealth Planning LLC held 152,791.00 shares of Schwab Fundamental Emerging Markets Equity ETF(FNDE), totaling $4.71 Mil. This investment constitutes 3.13% of their stock portfolio, and Laurel Wealth Planning LLC now holds 0.07% of the outstanding Schwab Fundamental Emerging Markets Equity ETF(FNDE) stock.
The initial trade took place in 2025Q1. And since then Laurel Wealth Planning LLC has made 1 purchases of FNDE, at an average price of $30.22, for a total of 152,791.00 shares. Based on historical transaction data and FNDE's current price of $33.94, Laurel Wealth Planning LLC's estimated gain on his FNDE holdings is $567,618.57, reflecting a 12.29% gain to date.
Laurel Wealth Planning LLC FNDE ($33.94) Holding Chart
Laurel Wealth Planning LLC FNDE ($33.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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